About the role

Manager of Client Relationship Sales at Wealthsimple building relationships with Active Trader clients. Leading a sales team to achieve financial freedom through technology-driven advice.

Responsibilities

Lead and scale a newly established Relationship Management team focused on driving growth within our Active Trader segment.
Manage the daily activities and KPIs of the relationship management team, ensuring they meet and exceed sales and relationship quality targets.
Conduct regular one-on-one sales coaching sessions, pipeline reviews, and joint client calls to train the team in advanced relationship-based sales techniques, product knowledge, and compliance.
Participate in hiring, onboarding, and continuous professional development for all team members.
Develop and implement sales strategies specifically tailored to the Active Trader and HNW segments, focusing on long-term client longevity and increasing share of wallet.
Own your team revenue targets, metrics and performance, optimizing for sales funnel conversion, and pipeline management.
Work closely with Sales Operations, Growth Marketing, Product Development, and Trading teams to ensure the sales team has the most relevant tools and competitive offerings.
Ensure all team activities, client onboarding, and sales practices strictly adhere to industry regulatory requirements and internal compliance standards.
Track and analyze team sales data, client churn rates, and relationship health metrics to provide accurate forecasting and reporting to senior management.
Oversee and review client interactions to ensure guardrails around registrable activities are maintained.

People Management: 5+ years of experience leading and growing a sales team
Industry Experience: understands the active trader client segment, and can proficiently converse as a subject matter expert
Client Centric: Always put the client first, with a deep desire to help people
Goal Oriented: is very driven and has experience working and delivering against hard targets
Analytical: proactively uncovering insights through data to drive recommendations
Attitude: has a positive can-do attitude and be adaptable to evolving business goals
Strong communication: to clearly articulate the the strategy and proper sales approach
Team Collaboration: ability to build and maintain strong relationships with internal stakeholders
Self Starter: as a newly established team, being creative with an entrepreneurial mindset is key
Resilient: can demonstrate resourcefulness to persevere in the face of adversity
Nice to haves: Experience using Salesforce
Undergraduate or Post-Secondary degree in related field
Canadian Securities Course (CSC)

Competitive salary with top-tier health benefits and life insurance
Retirement savings matching plan using Wealthsimple for Business
20 vacation days per year and unlimited sick and mental health days
Up to $1,500 per year towards wellness and professional development budgets respectively
90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
Company-wide wellness days off scheduled throughout the year